Members of San Francisco Federal Credit Union will soon be able to track all of their accounts in one place, including at the ones housed at banks.
On Aug. 21, the $813 million credit union plans to launch “The Big Picture,” a free personal financial management tool that allows members to track all of their different accounts from different financial institutions, create budgets, and set goals and alerts.
The purpose of the new tool is to help build awareness of the credit union's ability to help individuals plan for short- and long-term financial goals, as well as track income and expenses and promote financial literacy, according to San Francisco FCU.
The credit union said it partnered with Geezeo, a Tolland, Conn.-based software services provider, on the product to support the mortgage lender's online strategy and to be a part of its newly redesigned online banking system.
San Francisco FCU serves more than 30,000 members.
Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.
Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking credit union news and analysis, on-site and via our newsletters and custom alerts
- Weekly Shared Accounts podcast featuring exclusive interviews with industry leaders
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical coverage of the commercial real estate and financial advisory markets on our other ALM sites, GlobeSt.com and ThinkAdvisor.com
Already have an account? Sign In Now
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
